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-7.2%
This Month
+18.41%
Year To Date
+62.39%
2 Years
+109.89%
5 Years
+109.89%
10 Years
+29.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.53%
- 💻 Electronic Technology15.95%
- 🖥️ Technology Services11.16%
- 🏥 Health Services5.91%
- 🛠️ Producer Manufacturing1.98%
- 🧬 Health Technology1.56%
- 🚗 Consumer Durables1.07%
- 🛍️ Retail Trade0.75%
- 💵 Cash0.67%
- 💰 Finance0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.45%
- 🇺🇸 NYSE28.04%
- 🌍 Digital Currency9.1%
- 🇭🇰 Hong Kong Exchanges2.16%
- 🇬🇧 LSE1.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.9%
- 🇨🇳 China3.54%
- 🇬🇧 United Kingdom3.48%
- 🇹🇼 Taiwan2.58%
- 🇩🇰 Denmark1.15%
- 🇨🇭 Switzerland0.93%
- 🇸🇬 Singapore0.93%
- 🇳🇱 Netherlands0.88%
- 🇦🇷 Argentina0.51%
- 🇲🇽 Mexico0.37%
- 🇯🇵 Japan0.26%
- 🇮🇱 Israel0.25%
- 🇨🇦 Canada0.09%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
0.33%
26 out of 45 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $OSPN (3.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.04% | 2.06% | $7.74 |
 AI-Revolution | 0.04% | 0.29% | - |
 InTheGame | 0.03% | 0.27% | - |
 BYIT.L | 0.03% | 2.43% | $0.09 |
 BigTech | 0.03% | 0.2% | - |
 NVO | 0.03% | 2.49% | $0.98 |
 StanleyDruck13F | 0.03% | 0.25% | - |
 DELL | 0.02% | 0.54% | $1.63 |
 IBM | 0.02% | 3.19% | $6.65 |
 ORCL | 0.01% | 1.57% | $1.6 |
 OSPN | 0.01% | 3.24% | - |
 CRM | 0.01% | 1.01% | $0.4 |
 GRMN | 0.01% | 1.77% | $3.71 |
 MSFT | 0.01% | 0.92% | $3 |
 01211.HK | 0% | 0.46% | $3.41 |
 TSM | 0% | 0.7% | $1.74 |
 AAPL | 0% | 0.32% | $0.97 |
 LLY | 0% | 0.57% | $4.86 |
 AMAT | 0% | 0.35% | $1.44 |
 GOOGL | 0% | 0.24% | $0.2 |
 GOOG | 0% | 0.24% | $0.2 |
 LRCX | 0% | 0.33% | $8 |
 IBKR | 0% | 0.35% | - |
 META | 0% | 0.33% | $1 |
 NVDA | 0% | 0.14% | $0.02 |
 MU | 0% | 0.05% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
BYIT.L | Pay Day | Jul 31, 2026 | $0.10 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
 HUM (StanleyDruck13F) | Pay Day | Jul 31, 2026 | $0.89 |
Performance Metrics
Score 7.2/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
5.12
5.12
-2
0
2
6
6
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
2
2
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.94
1.94
0
1
2
3
3
Jensen's Alpha
5.12
5.12
-2
0
2
6
6
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
2
2
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
35.54
High:
ARM
382.08ARMLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-60.01
High:ARM
2,952.5ARMLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.16
High:
APP
72.14APPLow:DELL
-201.07DELLDetails
Price/Sales
6.47
High:
QBTS
593.26QBTSLow:
CNC
0.17CNCDetails
Price/CF
21.46
High:
MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
44.98
High:MSTR
1,187.5MSTRLow:IBKR
0.84IBKRDetails
P/E Ratio
35.54
High:ARM
382.08ARMLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-60.01
High:ARM
2,952.5ARMLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.16
High:APP
72.14APPLow:DELL
-201.07DELLDetails
Price/Sales
6.47
High:QBTS
593.26QBTSLow:CNC
0.17CNCDetails
Price/CF
21.46
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
44.98
High:MSTR
1,187.5MSTRLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.71% | Feb 2025 | Jun 2025 | 4 |
-13.32% | Nov 2025 | Apr 2026 | 5 |
-11.56% | Aug 2024 | Nov 2024 | 3 |
-8.41% | Jun 2026 | - | 2 |
-3.44% | Sep 2023 | Dec 2023 | 3 |
-3.21% | Dec 2024 | Jan 2025 | 1 |
-2.64% | Apr 2024 | May 2024 | 1 |